As we enter a New Year and the start of a new decade it seems like it would be a good time to reflect on the past and plan for the future. So far what has been your greatest accomplishment over the past year or decade? How can you take that accomplishment and build on your future goals?
Here at our company, HollisWealth, a division of Industrial Alliance Securities Inc., there has been many achievements. For one iA Securities had a vision to one day grow and be a leader among the independent firms. iA Securities was named “The Equitable Bank Award for Multi-Office Advisor Network / Brokerage of the Year”, by Wealth Professional Magazine (May 2019). When iA Securities acquired us over two years ago they wanted us to become number one in servicing our clients with the best platforms they could offer. Today they are still working hard and making it easier for clients to do business with us. They also want to fully brand who we are and what we do for our clients. With this in mind, iA Securities will commence the new decade with changing our HollisWealth name with something that will more represent who we are. More to come on this later in the year.
For clients of Levesque Wealth Planning nothing will change. Our email will remain the same and eventually we will show our trade name with the new company name. You may be asking yourself why we are telling you all this now? For many people the new year comes with changes. Changes in life are really the only constant we can count on.
So we ask you to think this year on what is important and what would you like to accomplish? How can we be a part of helping you to fulfil your financial goals? With the addition to our team in 2019 we are always working towards making your financial goals a reality. Take advantage of the services we offer and make 2020 and the next decade the best yet.
Again here at Levesque Wealth Planning we are wishing you the very best New Year ever.